Assigning plans to individuals

Plans allow you to offer different levels of access to your facilities and amenities. To assign a plan to an individual user:

Click Users from the left-hand menu

Click on the individual you'd like to assign a plan to reveal the side panel

Click Plans and then click Add Plan

Choose which plan you'd like to add from the dropdown menu

Specify start date (required) and end date (optional)

At this time, plan start dates can not be set to a date in the past. End dates can be added at any time.

If applicable, input a set up fee or deposit that you wish to be added to the user's next invoice

Set any special terms you wish to sent to the user

Input any pricing adjustments in the 'Customize price' section

You can specify a percentage or fixed monetary value increase or decrease that is applied to the base price of the plan to arrive at the cost for the particular user you are assigning the plan to.

If you would like the user to review and accept the plan before it becomes active, check the box next to 'Require member to agree'.

When this box is checked, no charges will be created until such time the plan is accepted by the user in the app. Any bookings made before the plan is accepted will incur a charge based on the rates you have set, and will not count against the plan allowance.

Click Confirm

Assigning plans to teams

The process for assigning plans to teams is very similar to the process for individual users described above. There are a few key points of differentiation.

After clicking Users from the left-hand menu, click through to the Teams tab

When assigning the plan to the team, you will need to select either Shared usage or Individual usage as the pricing model

Shared usage grants access to a pooled allowance. Any allowance included as part of the plan is shared by all members of that team

Individual usage grants each individual team member access to their own allowance. Any allowance included as part of the plan, along with the cost, is multiplied based on the number of team members activated on the plan.

Learn more about the distinction between the two here.

If you have selected Individual usage you will be prompted to select which members of the team to activate on the plan

When adding a new member to a team that has an individual usage plan assigned to it, the new member must be activated on the plan. This can be done by navigating to the team side panel and clicking Edit on the plan you wish to update.

Cancelling a plan

To cancel a plan for a particular user/team, you can either cancel the plan effective immediately or you can specify an end date in the future.

Click Users from the left-hand menu, if you are cancelling a team plan click through to the Teams tab

On the side panel, click Plans

Click Edit in the bottom left of the plan you wish to cancel

Click Cancel plan in the bottom left of the pop up window

To set an end date in the future, follow steps #1-3 above, and instead of clicking Cancel plan, uncheck the box next to 'No end date' and specify an end date using the calendar.